Archive for April, 2026

• Morning News: April 7, 2026
  Eddy Elfenbein, April 7th, 2026 at 7:02 am

  Underwater Mortgages Force China’s Banks to Get More Creative

  Trumpworld’s Growing Sway in Arms Sales on Display in Rome

  UK Signals It Won’t Let US Use Bases for Strikes on Iran Energy

  Hungary to Agree to Buy Oil From US at Orban-Vance Meeting

  Markets on Edge as Trump’s Iran Ultimatum Looms

  Traders Brace for Trump’s Iran Deadline as Frustration Grows

  High Gas Prices Will Haunt the GOP Even If the War End

  US Inflation Shows Worrying Parallels With 2022 Price Surge

  The American Gas Exporter That Pulls In Billions During Energy Shocks

  The K-Shaped Economy’s Defining Statistic Has Some Problems

  How Bill Phillips Used Flowing Water to Model the Economy

  Economic Growth Is the Cause of the National Debt, Not Its Solution

  This Is Starting to Look Like a Slow-Motion Bank Run

  Is Donald Trump About To Do What Gold Bugs Never Could?

  BNY and Robinhood Will Help Run ‘Trump Accounts’ for Children

  Retirement Security Requires Modern Investment Access

  Depressed Tech Valuations Could Offer Entry Point for Investors, Goldman Sachs Says

  Goldman Says It’s Ready to Pounce as Retail Flees Private Credit

  Blackstone Hits $10 Billion Cap for Opportunistic Credit Fund

  Anthropic in Talks to Invest $200 Million in New Private-Equity Venture

  BlackRock, State Street Target Invesco’s $379 Billion Tech Grip

  Why Taxpayers Shouldn’t Rely Exclusively On AI

  Silicon Valley’s Hottest AI Metric Is Also Its Least Trusted

  AI-Displaced Workers Could Face Long Setbacks, Report Finds

  The Workers Opting to Retire Instead of Taking on AI

  Microsoft Plays Catch-Up in Data Center Build-Out

  Battery Giant CATL Taps Zijin Founder as Advisor for Mining Arm

  Blockbuster SpaceX Listing Could Suck the Oxygen Out of Fragile IPO Market

  Why Is the NYT Laundering the Reputation of a Sleazy AI Startup?

  Ackman Pitches $65 Billion UMG Deal for US Listing, Stock Boost

  Kanye West Is Seeking Redemption. There’s a Long Road Ahead.

  The FCC May Rescue Frustrated NFL Fans

  Doritos at $7 a Bag Ended Up Costing PepsiCo Billions

  The Viral Japanese Planner That Has TikTok Getting Organized

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• Morning News: April 6, 2026
  Eddy Elfenbein, April 6th, 2026 at 7:08 am

  Iraq Tells Buyers to Collect Crude as Oil Can Cross Hormuz

  Hormuz Traffic Rises to Highest in Weeks

  Oil Swings as Traders Gauge Report of Push for Iran Ceasefire

  One Gas Station, 12 Customers, and a Test of America’s Patience

  It’s a Jackson Browne Economy: Running On Empty

  OPEC Plus Warns of Slow Recovery After War in Iran

  Trump’s Answer to Iran’s Hormuz Crisis: Sell Oil We Don’t Have

  Trump’s Iran Deadline Looms With Mediators Pushing for Truce

  America’s Diplomat Shortage Is a Self-Inflicted Wound

  King Charles Can Handle a Boorish White House

  Canadian Confidence Hits 11-Month Low as Iran War Drags On

  This Is Not China’s War, but Beijing Started Preparing for It Years Ago

  Who Knew ‘Slick’ Gavin Newsom Was Such an Economic Maestro?

  Dimon Urges US to ‘Get Stronger,’ Keep Economic, Military Power

  Goldman Sachs Private Credit Fund Defies Redemption Surge Across Industry

  Government Shouldn’t Dictate How Online Markets Operate

  The Wall Street Dealmaker Charged With Solving Paul Weiss’s Identity Crisis

  Debanking Is a Confusing Nightmare. It’s at Risk of Getting Worse

  State Climate Laws Targeted Around US as Iran War Spikes Gas Prices

  Peter Thiel’s Big Bet on Solar-Powered Cow Collars

  Industrial Firm Madison Air Seeks to Raise $2.23 Billion in IPO

  SpaceX Heralds New Era of Mega IPOs. Buyers Beware

  OpenAI Advocates Electric Grid, Safety Net Spending for New AI Era

  Chinese Battery-Storage Supplier Sees Shipments Doubling in 2026

  Neurocrine to Buy Soleno for $2.9 Billion

  Pesticide Giant Syngenta Readies New Weapon Against Superweeds

  Gulf Funds Agree to Back Paramount’s $81 Billion Takeover of Warner

  ‘Super Mario’ Sequel Scores Year’s Biggest Movie Opening

  Baseball’s Robo-Umps Aren’t Ready to Replace The Real Umpires Yet

  Fight Over Feta Strains America’s Ties With Europe

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• Morning News: April 3, 2026
  Eddy Elfenbein, April 3rd, 2026 at 7:02 am

  Take Hormuz by Force? France and Britain Have Better Ideas

  Macron Criticizes Trump and Calls on Allies to Unite Against US

  Rival Nations Seize On Choke Points to Counter Trump

  Tanker Carrying Iranian Crude Shifts Course from India to China

  Iran Strikes Gulf Energy Sites as Trump Warns of Further Attacks

  Bombing Iran’s Great Mosque Could Cost the World

  Israel Resumes Biggest Gas Field After War Shut It for a Month

  Fed’s Logan Says US Oil Producers Unlikely to Provide Near-Term Relief for Consumers

  Jefferies Says UAE Injected $8 Billion Liquidity to Help Lenders

  How Insulated Is the U.S. Economy From the Iran War?

  Trump Budget Pits Spending Cuts Against Massive Defense Push

  Blue Owl Reels as Investors Who Fueled Its Growth Now Want Out

  401(k) Investment Menus Need a Reboot

  Tariffs Strained U.S. Aluminum Supplies. Now the Iran War Is Making It Worse

  U.S. Steel Tariffs Hurt America, Help China

  A Bottle of Wine Shows the Slow-Motion Impact of Trump’s Tariffs

  Trump Administration Unveils Up to 100% Tariff on Branded Drugs

  JetBlue Raises Checked Bag Fees as Fuel Costs Soar

  Amazon to Apply 3.5% Fuel Surcharge to Third-Party Sellers

  The Era of AI FOMO Is Upon Us

  Economists Once Dismissed the A.I. Job Threat, but Not Anymore

  Jobs and Workers Are in Balance. Nobody Is Happy About It.

  Skilled Foreign Workers Think About Leaving the U.S.

  Bondi’s Firing Is Actually Good News

  Trump’s Media-Bashing Is Coming Back to Bite Him in Court

  SpaceX Targets More Than $2 Trillion Valuation in IPO

  It’s Not Easy Being a Trillionaire

  Under the Skin of America’s Humanoid Robots: Chinese Technology

  Google/Meta Verdict: A Whole Lot of Nothing to Feed the Perpetually Alarmed

  Google Workers Find It’s a Different Era for Activism

  A Nintendo Cinematic Universe Can Learn From Marvel

  Will Nike CEO’s Candor With Staff Have Any Effect on Performance?

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• Morning News: April 2, 2026
  Eddy Elfenbein, April 2nd, 2026 at 7:05 am

  Iran War Showcases Strength of South Korean Defense Sector

  Macron Says Trump Weakens NATO by Casting Doubt on US Commitment

  Trump Stirs Market, Political Angst With Vague Timeline for Iran

  Defeat Has Never Sounded as Victorious as in Trump’s Address

  U.S. Lifts Sanctions on Venezuela’s Leader, Opening Door to Deals

  Tracking Trump’s Tariffs Across the Global Economy

  How to Get a Tariff Refund

  Tariff-Struck Companies Exploring Loans Backed by Refund Claims

  How Swap Markets Are Struggling to Gauge Rates as Iran War Fuels Volatility

  Hedge Funds Walloped by a Month of Turmoil Sparked by Iran War

  Mark Meador and the FTC Scarily Revive Teddy Roosevelt Economics

  There’s a Competition Crisis, Not An Affordability Crisis

  Institutional Investors Are Asking To Do Your Worrying For You

  KKR Secures $23 Billion for Americas PE in Its Largest-Ever Haul

  Antisemitic Violence Sparks $765 Million in Security Spending

  Nursing Is the Surefire New Path to American Prosperity

  140 Million Americans Are Locked Out of Low-Cost Access to Healthcare

  How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company

  SpaceX Files to Go Public, Setting Stage for Huge I.P.O.

  A $45,000 Porsche Taycan Is a Decent Oil Price Hedge

  G.M. Reports Sharp Decline in Car Sales Amid War and High Prices

  Foreign CEOs Face More Scrutiny. Air Canada’s Earned It

  US Job-Cut Announcements in Tech Keep Rising With AI Adoption

  Microsoft CFO’s AI Spending Runs Up Against Tech Bubble Fears

  Europe Pushes for a Gentler Internet for Children

  Goodbye ‘Geeky Hunk’? Gmail Users Can Now Change Their Usernames

  Louis Vuitton, Gucci, Prada … Meta?

  TotalEnergies, Masdar Form $2.2 Billion Asia Renewables Joint Venture

  State Farm Is in Trump’s Crosshairs Over L.A. Fires

  How a Sapling and a Viral Candy Made California the World’s Pistachio King

  The IRS Chief, His Old Pal and the Case of Muhammad Ali’s Missing Pair of Shorts

  The Women Who Love the Manosphere

  Six Flags Was a Summer Destination. Can It Win Families Back?

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• Morning News: April 1, 2026
  Eddy Elfenbein, April 1st, 2026 at 7:01 am

  Global Ban on Digital Duties Expires After Stalled Talks at W.T.O. Meeting

  Iran War Hobbles Myanmar Economy as Gasoline Supplies Disappear

  Some French Gas Stations Run Dry as Price Caps Spur Rush to Fill

  Ukraine Is Having a Surprisingly Good Iran War

  The Dubai War Narrative Is Looking a Little Stretched

  Four Passover Questions as the Iran War Nears Endgame

  Stocks in Asia Rally and Oil Prices Rise

  Bank of England Says Iran War Has Boosted Threats to Financial Stability

  Dimon Says Vital US Ensures Iran War Is ‘Successfully Completed’

  Indian Rupee Set for More Chaos as Banks Unwind $30 Billion in Arbitrage Trades

  The Economy Is on the Edge. What Could Tip It Over, or Help It Pull Through.

  Prediction Markets Are An Essential Driver of Better Decisions

  Bearish Positioning Is Driving Stocks More Than Peace Prospects

  Wells Fargo Unleashes Pent-Up Power in Crucial Repo Market

  Is U.S. Housing Starting to Crash?

  Institutional Investors Are the Housing Solution, Not the Problem

  Trump’s Executive Order on NPR and PBS Is Unconstitutional, Judge Rules

  The Year Is Off to the Strongest Start for Big Deals Ever

  Global First-Quarter M&A Exceeds $1.2 Trillion, Led By AI

  The 322-Foot Tall Rocket for NASA’s Moon Flyby

  America Now Has an EV Rust Belt. High Gas Prices Won’t Rescue It.

  Anthropic Accidentally Posts Source Code of Claude AI Agent

  Oracle Lays Off Workers Amid Heavy AI Investment

  Google Faces Demands to Prohibit AI Videos for Kids on YouTube

  Big Drug Companies Hunting for Deals Are Lowering Their Sights

  Nike Guides for Sales Declines Ahead as Turnaround Plan Hits Snags

  Allbirds, Once Silicon Valley’s Favorite Shoe, Sells for $39 Million

  Ken Paxton Should Know That Government Can’t Lower Ticket Prices

  Las Vegas Is Still a March Madness Mecca

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